What could possibly go wrong?
A Pessimist’s Guide to Global Economic Risks in 2024
It’s the year of the soft landing—and of interest-rate cuts that will support growth and markets around the world.
What could possibly go wrong?
The Middle East Is On the Brink
If the US risks running its economy too hot, the opposite is true of Europe.
China Looks Wobbly
In Japan, 2024 is set to be the year when the under-new-management central bank ditches yield curve control, the policy it used to peg long-term interest rates at rock-bottom levels.
The goal was to reflate Japan’s shrinking economy. The effects have rippled around the world in the form of the carry trade. Investors could borrow in yen with a zero-cost guarantee, and then buy US Treasuries paying 4%
Ukraine at a Tipping Point
Taiwan
November’s US presidential vote is shaping up as a rematch between Joe Biden and Donald Trump, who’s grabbed an early poll lead in swing states.
Bloomberg 16 January 2024
År 2024 har förutsättningar att bli bra
Henrik Mitelman DI 16 januari 2024
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